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Centerline Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Centerline Wealth Advisors’s Portfolio IYJ Stock Details IYJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$265K Sell
1,590
-209
-12% -$32.9K 0.08% 67
2026
Q1 		$265K Buy
+1,799
New +$278K 0.1% 64

Other funds holding IYJ

KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $186M AUM

Centerline Wealth Advisors's IYJ Position: Q2 2026 in Review

Centerline Wealth Advisors reduced its iShares US Industrials ETF (IYJ) stake by 12% in Q2 2026, selling an estimated $32.9K and leaving 1,590 shares worth $265K. The position accounts for 0.08% of the portfolio, ranked #67.

Centerline Wealth Advisors first reported a position in IYJ in Q1 2026 and has held it in 2 quarters since. The position peaked at $265K in Q1 2026. 93 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Centerline Wealth Advisors held 1,590 shares of iShares US Industrials ETF worth $265K as of Q2 2026.
  • Centerline Wealth Advisors sold 209 iShares US Industrials ETF shares in Q2 2026, an estimated $32.9K.
  • iShares US Industrials ETF made up 0.08% of Centerline Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • Centerline Wealth Advisors first reported a position in iShares US Industrials ETF in Q1 2026 and has held it in 2 quarters since.
  • Centerline Wealth Advisors's iShares US Industrials ETF position peaked at $265K in Q1 2026.
  • 93 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.